Bond & Devick Financial Network, Inc.

Est. AUM

$349.1M

13F long equity, this entity only

Positions

184

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$35.9M	311446	10.28%	SOLE
2	ISHARES TR	ESG AW MSCI EAFE	$32.1M	335830	9.20%	SOLE
3	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$21.5M	457321	6.17%	SOLE
4	SCHWAB STRATEGIC TR	US AGGREGATE B	$19.6M	843679	5.61%	SOLE
5	SCHWAB STRATEGIC TR	US BRD MKT ETF	$15.3M	608266	4.37%	SOLE
6	ISHARES TR	3 7 YR TREAS BD	$13.0M	109940	3.74%	SOLE
7	NORDSON CORP	COM	$11.8M	44430	3.39%	SOLE
8	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$11.7M	175432	3.36%	SOLE
9	ISHARES TR	RUS TP200 GR ETF	$10.2M	41009	2.92%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$10.1M	256258	2.90%	SOLE
11	ISHARES TR	7-10 YR TRSY BD	$9.5M	99060	2.71%	SOLE
12	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$8.1M	296215	2.31%	SOLE
13	ISHARES U S ETF TR	SHORT DURATION B	$7.1M	139987	2.04%	SOLE
14	SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.4M	259387	1.84%	SOLE
15	NUSHARES ETF TR	ESG DIVIDEND ETF	$5.6M	183679	1.62%	SOLE
16	MICROSOFT CORP	COM	$5.3M	14243	1.51%	SOLE
17	ISHARES TR	ESG AWR US AGRGT	$5.2M	109613	1.49%	SOLE
18	ALPHABET INC	CAP STK CL A	$4.8M	16690	1.37%	SOLE
19	ACCENTURE PLC IRELAND	SHS CLASS A	$4.1M	20487	1.16%	SOLE
20	APPLE INC	COM	$3.7M	14415	1.05%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.82%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.2M	48710	0.64%	SOLE
23	ISHARES TR	RUS 1000 VAL ETF	$2.2M	10070	0.62%	SOLE
24	CUMMINS INC	COM	$2.1M	3929	0.61%	SOLE
25	ISHARES TR	CORE MSCI TOTAL	$2.1M	24323	0.60%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$2.1M	7588	0.59%	SOLE
27	NUSHARES ETF TR	NUVEEN ESG INTL	$2.0M	55224	0.57%	SOLE
28	BROOKFIELD CORP	CL A LTD VT SH	$1.9M	46200	0.54%	SOLE
29	ISHARES TR	ESG MSCI LEADR	$1.8M	16056	0.52%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	57579	0.51%	SOLE
31	AMAZON COM INC	COM	$1.7M	8185	0.49%	SOLE
32	PUTNAM ETF TRUST	SUSTAINABLE LEAD	$1.6M	46187	0.45%	SOLE
33	XCEL ENERGY INC	COM	$1.6M	19617	0.45%	SOLE
34	JOHNSON & JOHNSON	COM	$1.5M	6279	0.44%	SOLE
35	ISHARES TR	ESG OPTIMIZED	$1.4M	10519	0.40%	SOLE
36	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	5209	0.39%	SOLE
37	INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$1.4M	20208	0.39%	SOLE
38	AMGEN INC	COM	$1.3M	3711	0.37%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$1.3M	27264	0.37%	SOLE
40	AMERICAN EXPRESS CO	COM	$1.2M	4120	0.36%	SOLE
41	NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.2M	27079	0.35%	SOLE
42	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	37353	0.35%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$1.2M	1873	0.35%	SOLE
44	ISHARES TR	LOW CARBON OPTIM	$1.2M	5244	0.33%	SOLE
45	ISHARES TR	NATIONAL MUN ETF	$1.1M	10645	0.32%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1100	0.31%	SOLE
47	NVIDIA CORPORATION	COM	$1.1M	6231	0.31%	SOLE
48	ISHARES TR	ESG MSCI KLD 400	$1.1M	8943	0.31%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.0M	34080	0.30%	SOLE
50	EXXON MOBIL CORP	COM	$1.0M	6123	0.30%	SOLE

1–50 of 184

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.